Search allows you to view all your 1:1 history in one place
If you've been having 1:1s regularly in Uptick, you know that there is a lot of valuable content between you and your team members, or you and your manager – whoever you're meeting with! Anyone can use the Search tool to easily look back on 1:1 history, all in one place.
Especially for managers, using Search to help recall things you've discussed with a team member is a great way to encourage them and acknowledge their progress. Search helps you see the story arc of your team member’s 1:1s, which is great for giving developmental input. It’s also a valuable tool to have when completing a performance review!
Is there a limit to how far back I can search?
Can I use Search for reviews?
Yes – in fact, we encourage it! Whether you do performance reviews in Uptick or elsewhere, this feature literally saves people hours of time when it comes to reviews. Instead of trying to remember what happened over the past year, quarter, or week... or digging through spreadsheets/emails/miscellaneous notes... all the context and content you need is a few clicks away in Uptick.
Chris Zaugg, Uptick Co-founder here... Using Search has literally saved me hours when doing reviews, and has allowed me to give better reviews because I can get a clear picture of how each of my team members did over the course of time. (And my team members have reported that Search really helps them with their review, too!)
Where is Search located?
The Search tool can be accessed from any screen in Uptick. Click on the magnifying glass in the upper right corner, and Search will open in a new window.
How Search works
When the search window opens, you’ll see a left sidebar with filter options. On the right you'll see any “Recent Searches”, and once filters are selected and applied, your search results will display there.
There are many search options for you to choose from – filtering by team member, 1:1 topic, date range, etc.
Once you have selected one or more search filters, scroll down to the bottom and click "Apply filters" to view your results.
The questions and associated comments will display to the right, organized by date, in the same order they appear in a 1:1.
In the top right corner of the search results, you’ll see a “Most Recent” dropdown. This is the default order of the results, and can be changed to “Oldest First”.
Hover over a specific result, and the user's name, question category, and date at the top will turn blue. Click on the blue-highlighted details to go directly to that 1:1 date. When you return to Search (click the magnifying glass in the upper right again), all your previous search filters will automatically display again.
Click the blue “Reset Filters” button at the top of the left sidebar to remove your filter selection:
Or, you can change your search results by selecting and deselecting other filter options, then scrolling down to the bottom again and clicking on "Apply filters".
Using Search Filters
Narrow your search results by a specific individual (or multiple). Click the “Enter a teammate’s name” dropdown and you’ll see a list of everyone that you’ve ever had a 1:1 with in Uptick (this includes both managers and team members, and includes deactivated users). Or, start typing a name to filter the list.
Select a team member here to only view 1:1 responses written by them.
These categories correlate with the questions asked in your 1:1s (Goals, Priorities, About the Team, etc.), and helps with narrowing down your search history!
Any questions used in a 1:1 that are created by Uptick have a category already assigned. If you or your manager have created a custom question, then assigning a category is optional.
Filter your history by an automatic date range (3 months, 6 months, 12 months), or choose a custom date range.
Saved for review
When writing a comment in a 1:1 you have the option to click "Save for review". This is like bookmarking, or "starring" a comment, so it's easier to come back to (especially when filling out a performance review). Using this search filter allows you to view all of the comments you have specifically marked as "Save for review".
Questions? Send us a chat message - we are happy to help!